Business overview
See receivables, overdue balances, active agreements and open work from your records.
The complete feature guide
There’s a lot more
inside VELQRA.
Explore the records, tools and workflows behind the workspace. From a first client enquiry to stock, payroll, documents and office access.
Looking for your trade’s workspace?
Explore all 26 industry presets253 feature & workflow details across 20 areas
No matching features.
Try a broader term such as “billing”, “files” or “staff”, or clear the filters.
Workspace & daily overview
A clear starting point for the records, people and work behind your business.
Actual app · Sample business records Upcoming and recent work
Review target dates, work statuses and recently updated engagements or jobs.
Attention list
Bring overdue invoices, agreement renewals and asset alerts into the overview.
Workspace search
Open workspace search from the header or with Ctrl+K.
Multiple company workspaces
Switch between company workspaces while keeping company records separately scoped.
26 trade presets
Choose the business trade that sets the module names, starting lists and default workspace.
Custom module selection
Adjust enabled modules within the capabilities supported by your trade.
Freelancer workspace
Use a workspace for a one-person business, without staff or supervisor accounts.
15 country and global presets
Choose country-specific starting labels, currency, timezone, dates and measurement settings.
Company identity
Set your company name, registration details, logo and document identity.
First-run onboarding
Follow the onboarding steps or return to the guide when you need it.
Clients, suppliers & relationships
Keep the people you work with connected to the work you do for them.
Actual app · Sample business records Trade-specific contact types
Manage clients, customers, students, guardians, tenants, owners, suppliers, subcontractors and agents as appropriate to your trade.
Company and individual contacts
Record the person or organisation, registration information and tax details.
Contact details
Keep email, phone, address, postal code and notes with each record.
Linked relationships
Link related contacts, including students and their guardians.
Payment terms
Record the number of days allowed for payment against a contact.
Outstanding balances
See amounts outstanding and overdue against the relevant client.
Consent records
Record consent, consent date, purposes and do-not-contact preferences.
Search and filtering
Find contacts by name, email, phone or registration and filter by type.
Active and archived contacts
Keep retained contact history, archive inactive records and restore when appropriate.
Contact exports
Export contact records to CSV or print/PDF through the available export controls.
Projects, jobs & engagements
Follow delivery from the initial scope through active work and completion.
Actual app · Sample business records Trade-specific work registers
Use engagements, project trackers, shoots, job cards, events or service jobs rather than a generic list.
Scope and client details
Record work name, client, location, description and recorded value.
Work dates and statuses
Track start and target dates, planning, active work, completion and archive status.
Search and status filters
Find work by its details and filter the register by status.
Project task records
Maintain tasks and delivery details in supported project workspaces.
Progress and daily updates
Keep project updates and site progress with the relevant work record.
Project documents and photos
Attach supporting files and work photos to the project they belong to.
Commercial project records
Keep contract values, quotations, claims and related commercial records together in project-oriented workspaces.
Work assignments
Assign responsibility, teams and permitted users through the record-access controls.
Completion and retained history
Complete work and retain its record rather than losing the delivery trail.
The detailed site/project workspace is trade-dependent. A salon booking, consultancy engagement and construction project expose different tools.
Bookings, contracts & recurring billing
Run recurring work, appointments, memberships and service agreements from connected records.
Actual app · Sample business records Recurring schedules
Set weekdays, times, active date ranges and the location or room for recurring work.
Staff and resource allocation
Link the relevant staff member and location to a schedule.
Capacity and closures
Record available capacity and schedule closures for applicable services.
Schedule clash detection
Review overlapping staff or resource schedules.
Agreement lifecycle
Track waitlist, trial, active, paused, withdrawn, ended and archived agreements.
Flexible billing bases
Use monthly, per-session, per-term, annual, one-off or non-billed agreements.
Proration and discounts
Set prorated billing and agreement discounts where applicable.
One-off fees and deposits
Record additional fees, deposits and deposit receipt/refund state.
Renewal and notice details
Keep agreement dates, notice periods, renewal reminders and refund terms.
Attendance recording
Mark present, late, absent, excused or make-up attendance for supported trades.
Make-up session balances
Track make-up entitlement for education, fitness and other applicable presets.
Guardian or alternative payer
Bill an eligible linked guardian or payer rather than only the participant.
Period billing preview
Preview a billing run and see which agreements are not being billed and why.
Recurring invoice generation
Generate invoices from eligible agreements while checking existing billing records.
Staff hours summary
Summarise recorded session hours for a selected period.
Agreement printing and exports
Print agreements and export schedules, agreements and session records.
Attendance, make-ups, guardian billing and resource names depend on the selected trade. Review contract and tax settings before issuing documents.
Quotes, proposals & document preparation
Build commercial documents around your own scope, services and prices.
Trade-named quote builder
Work in a Proposal Studio, Quotation Lab, repair estimate or package builder according to your preset.
Company-branded documents
Use your business identity on generated quotations and proposals.
Sections and line items
Structure the scope into priced items with descriptions, quantities and units.
Service and price libraries
Reuse stored quotation items and trade-oriented starting libraries.
Quote totals and tax treatment
Calculate document totals using the configured currency and tax settings.
Commercial terms
Keep proposal notes and terms with the document being prepared.
Existing document import
Use supported document-import tools to bring existing quotations into the workflow.
PDF and OCR tools
Extract supported PDF or scanned-document content when the required local PDF/OCR tools are installed.
Project creation from quotations
Use the quotation/project workflow to transfer relevant scope and client details into project records.
Print and document output
Review the resulting document and use the available print/export controls.
Imported and OCR-extracted content needs review. Local PDF/OCR tooling must be installed for the corresponding extraction paths.
Invoices, receivables & payments
Prepare, issue and follow up billing records without separating them from the rest of the office.
Actual app · Sample business records Accounts receivable and payable
Organise customer invoices and supplier-side financial documents.
Draft invoice preparation
Build and review invoices before final issue.
Invoice issuing checks
Apply the document numbering, currency and tax checks used by the app.
Contact-linked billing
Connect the invoice to the client and retain the billed party details.
Itemised billing
Record item descriptions, quantities, rates and applicable tax codes.
Outstanding and overdue amounts
See unpaid balances and due dates in the financial register and overview.
Payment records
Record received payments with amount, date, method and reference.
Partial payment tracking
Keep received amounts alongside the remaining balance.
Paid and pending records
Review document status and payment progress in the register.
Multiple currencies and exchange rates
Retain invoice currency and exchange rates for base-currency reporting.
Tax registration settings
Use configured tax codes and tax-registration status when preparing invoices.
Issued record protection
Retain issued document history and use the supported voiding path rather than rewriting final records.
Invoice print and export
Review and produce documents using the invoice and record-export tools.
Hosted payment-link tools
Use the invoice payment-link workflow when the payment provider and reachable host are configured.
Recording a payment does not transfer money. Online payment collection needs provider configuration and deployment; it is not enabled merely by installing the desktop app.
Accounts, expenses & payroll ledger
Keep the accounting records that sit behind your billing and payroll.
Transaction register
Maintain the recorded financial transactions behind the workspace.
Ledger view
Review account movements through the ledger interface.
Categories and account settings
Organise transactions using the available account and category settings.
Expense records
Keep expense descriptions, amounts and supporting details.
Payment vouchers
Prepare payment vouchers, including payroll-linked vouchers.
Outstanding payment views
Review outstanding payment records in the available accounts/payroll views.
Adjustment journals
Record supported accounting adjustments through the journal workflow.
Accounting period locks
Use the period-lock controls to protect closed accounting periods.
Period close packs
Prepare the available close-pack records for review.
Company profiles
Maintain business profiles and document identity used by accounts.
This is a recordkeeping workspace. Country, tax and accounting settings need to match your business and be reviewed by the responsible person.
Products, stock, orders & POS imports
Know what you have, how it moved and what needs to be ordered.
Product catalogue
Keep product names, categories, brands, units, costs, prices and tax codes.
SKU numbering formats
Generate SKUs with category, brand, year, month and sequence tokens.
Stock by location
Track stock movements against the configured inventory locations.
Opening stock and receipts
Record initial balances and goods received.
Sales, deliveries and returns
Record stock leaving the business and returned goods.
Stock transfers
Record transfer-out and transfer-in movements between locations.
Stocktake adjustments
Compare counted stock with recorded balances and prepare adjustment movements.
Reorder alerts
Identify items below their configured reorder levels.
Purchase orders
Prepare and track supplier purchase orders in supported trades.
Sales orders
Keep customer order records with lines, quantities, prices and status.
Partial fulfilment
Receive or deliver part of an order and retain remaining quantities.
Order-to-invoice workflow
Prepare invoice records from supported order workflows.
POS CSV import
Map source CSV columns and review imported daily sales and stock movements.
Inventory exports
Export the product catalogue, stock history and orders.
Inventory, order and POS tools are trade-specific. Import tools use files; this does not imply a live integration with every POS vendor.
Equipment, vehicles, rooms & renewals
Keep business assets, services and expiry dates in a traceable register.
Asset register
Track equipment, tools, vehicles, rooms, properties, licences and domains as supported by the trade.
Identification and ownership
Record tags, serial numbers, plate numbers, owners and responsible people.
Locations and related assets
Organise where an asset is used and link parent assets when relevant.
Purchase details
Keep acquisition date, supplier and cost.
Service intervals
Record maintenance intervals by days or distance.
Odometer and service readings
Retain odometer information and the latest service reading.
Multiple expiry dates
Track separate licence, insurance, road-tax or other expiry items per asset.
Renewal and service alerts
Surface upcoming or overdue dates in the overview and asset register.
Maintenance and inspection logs
Record work done, vendor, costs, references and the next due date.
Asset lifecycle states
Keep active, in-repair, idle, disposed and archived asset records.
Asset exports
Export the asset register and maintenance history.
HR, personnel & worker documents
Keep staff details and supporting records together, with sensitive access controlled.
Personnel register
Maintain staff and worker profiles with employment and contact information.
Office and site departments
Distinguish office and project/site staff where relevant to the trade.
Employment types
Keep full-time and part-time employment records.
Pay-rate records
Record monthly, daily or hourly pay details in the authorised people/payroll workflow.
Employment dates and status
Track joining details and current personnel status.
Country-specific identity labels
Use the identity and work-authorisation labels appropriate to the selected country.
Work permits and authorisation
Keep applicable permit details and supporting records.
Worker document register
Record employee documents and related files in one register.
Expiry views
Filter valid, expiring-soon, expired and no-expiry worker documents.
Training and certificates
Retain relevant training, safety and certification records.
Personnel document retention
Keep worker history and documents linked to the relevant person.
Configurable personnel labels
Adjust supported HR field labels and registry settings.
Identity, salary and other sensitive records should be restricted through the staff permission controls. A stored permit or certificate is not verification by an authority.
Attendance, leave & payroll
Prepare payroll from the recorded people, attendance and pay settings.
Attendance records
Record working days and attendance for the selected employees.
Normal and overtime hours
Keep ordinary hours and overtime hours separately.
Workday, rest-day and holiday rules
Use configured multipliers and working-hour settings for the corresponding day type.
Monthly, daily and hourly rates
Prepare pay using the employee’s configured pay basis.
Leave and exceptions
Record leave dates, type and the payroll treatment selected for the employee.
Paid leave handling
Apply the supported paid-leave records and configured payroll treatment.
Allowances and deductions
Include authorised adjustments and their remarks in payroll preparation.
Country payroll settings
Maintain the payroll and contribution settings available for the chosen country.
Payroll runs
Prepare payroll for the selected period and review the results.
Payslip records
Review the employee’s payroll breakdown for the relevant run.
Payroll history
Return to retained payroll runs and historical records.
Payroll payment vouchers
Prepare vouchers using the selected run and employee pay breakdown.
Outstanding payroll payments
Review payment records and amounts still outstanding.
Payroll backup controls
Use the available backup controls to retain payroll data with the workspace.
Payroll depends on country/company settings and the records entered. Review current statutory rates, eligibility and calculations before paying staff; VELQRA does not certify legal compliance.
Document vault, files & exports
Bring documents from across the business into an organised, permission-aware workspace.
Unified document register
Find invoices, quotations, vouchers, project files, worker documents and uploaded records through the vault.
System filing collections
Use the built-in document collections for the relevant business records.
Custom folders and nesting
Create supported custom folders and organise them within the vault tree.
Folder access rules
Restrict folder visibility through the available role/access controls.
Document filing assignments
File records into the appropriate folder and retain the assignment.
Document classification
Keep a document’s classification and associated record details.
Document search and filters
Narrow the vault by the available record, folder and classification filters.
Approval status
Review the supported document approval state in the filing workflow.
Duplicate detection
Review potential repeated documents through the supported content/duplicate checks.
Record-linked file attachments
Attach files directly to contacts, services, inventory and asset records through the file register.
Authenticated file downloads
Apply record access and the separate download permission before serving protected files.
Archive and history
Retain document/file history using the available archive and restore controls.
CSV record exports
Export supported record datasets for external review.
Print and PDF views
Use the available record and document print/PDF actions.
Backup inclusion
Include supported record files and retained status history in the complete workspace backup.
The record-file register supports PDF, PNG, JPEG, TXT, CSV, DOCX and XLSX, with 5 MB per file and 64 MB total in that register. Other vault/import paths have their own requirements. Duplicate checks do not replace malware scanning.
Specialist trade workflows
Operational tools that go beyond changing the names on a screen.
Billable time records
Log time by client, engagement, date, minutes and rate.
Time-to-invoice workflow
Turn selected unbilled time for one customer into a reviewable invoice draft.
Service-credit packages
Create packages with a credit balance and an expiry date.
Package redemption
Use credits against a visit reference and retain the redemption record.
Loyalty point records
Record earned or redeemed points with a reference and balance checks.
Batch and lot receipt
Receive stock with a lot number, quantity and optional expiry date.
Lot use and wastage
Record consumption or disposal with a reason and retained event history.
Expired-lot controls
Prevent the supported consumption workflow from using expired tracked stock.
Bills of materials
Define component products and quantities for a manufactured output.
Production work orders
Start production against a bill of materials and record component usage.
Quality checks and release
Record QC evidence and require a passing check before releasing finished output.
Unreleased production cancellation
Cancel supported unreleased work orders and retain the stock correction trail.
Customer vehicle register
Link a registration and VIN to a customer.
Vehicle service job records
Record diagnosis, odometer, labour and parts against the vehicle.
Customer sign-off and parts use
Complete an eligible job with sign-off and the corresponding parts movements.
Tenancy and unit records
Link tenant, unit and agreement with tenancy dates and overlap checks.
Deposit ledger
Record tenancy deposit receipts, refunds and deductions with balance checks.
Pet and owner records
Keep species, care details, emergency contact and vaccination due date.
Boarding space and care checklists
Check space overlap, record the stay and complete the care checklist before handover.
These tools are selected by trade. Examples: production for manufacturing/food, vehicles/jobs for automotive and applicable services, tenancies for real estate, packages for eligible membership/education trades, and pet care for animal services.
VELQRA AI & guided actions
Ask about your records, prepare a supported action, then review it before saving.
Local assistant runtime
Run the VELQRA assistant on the computer holding the workspace.
Unpaid invoice questions
Ask about balances outstanding, overdue amounts and the largest unpaid invoices.
Invoiced amount by period
Ask how much was invoiced over a supported date period, excluding drafts and voids.
Received-payment questions
Summarise recorded payments for a supported period.
Work status questions
Ask about active jobs, approaching targets and overdue projects.
Headcount and contact questions
Ask supported staff-count and contact-breakdown questions.
Asset renewal questions
Ask about upcoming maintenance, service and expiry items.
Prepare work records
Ask the assistant to prepare a project or job record with the relevant fields.
Prepare contacts and staff
Propose a contact or basic staff record for review.
Prepare assets and products
Propose equipment or inventory-item records.
Prepare maintenance entries
Draft a maintenance log against an existing permitted asset.
Prepare service agreements
Propose a service agreement for an existing contact.
Prepare invoice drafts
Draft an invoice against an existing contact for review in the normal billing workflow.
Issue an eligible draft
Propose issuing a draft invoice, subject to approval, permissions and the usual document checks.
Record a received payment
Propose a payment record for money already received; the assistant does not move money.
Update an authorised pay rate
Propose an employee pay-rate change when the current user has the required payroll access.
Review and edit before approval
Check the proposed fields, make corrections and approve before the record is saved.
Permission-aware answers and actions
Use the current account’s access rules for supported record queries and changes.
Local runtime and GPU status
Review runtime status and use the available NVIDIA acceleration/add-on path on compatible hardware.
Supported record questions and typed actions have defined boundaries. The assistant is not an unrestricted autonomous operator; existing permissions, validation and approval rules still apply.
Staff roles, teams & access controls
Decide which records a person can see and which actions they can take.
Owner and staff accounts
Keep an owner account and issue individual staff access appropriate to the business.
Editable starting templates
Start from the available shared and trade-specific permission templates.
Custom company roles
Create reusable company roles with explicitly selected permissions.
Resource-level access
Grant access to specific record types such as contacts, invoices, people or stock.
Action-level permissions
Control view, create, edit, submit, approve, archive, restore, void, export, download, assign and configure actions.
Record scope
Choose none, own, assigned, team or company scope for supported resources.
Team IDs and worker linkage
Connect the account to its teams and staff record for supported scope checks.
Sensitive field groups
Separately restrict payroll, financial, commercial and sensitive identity information.
Record responsibility and assignments
Set the responsible user and permitted assignees on supported records.
Separate export/download access
Grant record export and protected-file download independently of viewing.
Self-approval controls
Reject supported approval conflicts where the same person owns or submitted the record.
Account disablement and revocation
Disable staff access and apply current policy on supported server requests.
Company separation
Keep record and session access scoped to the relevant company.
Some legacy or privileged workflows are unavailable to restricted staff rather than granting unscoped access. Job titles alone do not grant authority.
Office network, remote access & hosting
Use an office PC as the workspace host, with optional controlled access for other devices.
Private local mode
Use VELQRA on the host PC with its business backend bound to loopback by default.
Optional office HTTPS gateway
Enable office sharing with a dedicated interface IP, port, office address and trusted certificate.
Owner-authorised pairing
Require the owner to authorise a browser before it can reach the shared workspace.
Individual staff sign-in
Keep browser pairing separate from the staff member’s own workspace login.
Time-limited paired browsers
Use the gateway’s 12-hour pairing window; a host restart revokes pairings.
Remote desktop connection mode
Point a separate VELQRA desktop window at the configured office HTTPS origin.
Office/VPN access
Reach the office address across a correctly configured LAN or company VPN.
Keep-host-running setting
Use the optional tray-host mode to keep the office backend running after its window closes.
Windows sign-in startup
Enable the installed edition’s opt-in start-at-sign-in path where configured.
Host stop and reconnection
Stop the office host explicitly from the tray and reconnect after restart; saved records remain.
Trade-specific client portal
Use eligible trade portal access for the work records explicitly made available to a client.
Site supervisor workspace
Use the supervisor path in construction/interior-design workspaces with the required assignments.
Office sharing is off by default. DNS, trusted TLS, firewall rules and VPN routing need separate setup. Local HTTPS integration tests passed; access from a second physical office PC and home VPN still needs verification in the actual network.
Local storage, optional providers & backups
Keep the workspace local and choose any optional external file storage deliberately.
Local workspace records
Keep the desktop business database on the host computer.
Offline daily work
Continue supported work offline between the required subscription checks.
Complete workspace backups
Create the supported workspace backup and retain it for recovery.
Workspace restore
Use the owner restore workflow to recover a supported backup.
Local file-storage target
Configure the supported local workspace file-storage path.
Google Drive provider
Set up the available Google Drive file-storage provider when external copies are wanted.
OneDrive provider
Set up the available OneDrive file-storage provider when external copies are wanted.
Dropbox provider
Set up the available Dropbox file-storage provider when external copies are wanted.
Per-company storage targets
Keep the selected provider and workspace destination associated with the company.
Organised file destinations
Use the storage model’s business/project/HR/finance destinations for supported documents.
Copy and sync status
Review pending, syncing, synced, failed, missing and archived file-copy states.
Retry and diagnostics
Review storage errors and use the available retry or rescan controls.
External providers are optional and require account/provider configuration and internet access. Enabling them copies supported files outside the PC; local-by-default does not mean cloud copies can never be enabled.
Notifications, guidance & setup
Help people find their way around the workspace and follow up on important records.
Notifications Hub
Review and create the available workspace notices and dispatch records.
Record-driven reminders
Surface reminders associated with invoices, work, renewals and documents.
Role-based guide journeys
Choose a user-role journey in Help & Guide and follow its steps.
Module explanations
Read what the workspace modules are for from the built-in guide.
Guided tours
Use the supported walkthrough and onboarding controls.
Licence activation
Activate the desktop workspace with its subscription licence key or licence file.
Licence support requests
Use Licence help for support messages, licence-copy requests and PC-change requests.
Subscription management
Open the existing billing service to manage the plan, computer count and billing details.
Offline licence interval
Keep the app able to connect at least once every 7 days for subscription confirmation.
Installed and portable editions
Choose a Windows installer or the portable distribution to suit the setup.
Update status and installation checks
Review the desktop update controls and the supported package validation path.
Update installation requires an eligible trusted signed installer and publisher configuration; unsigned/unconfigured and portable paths do not imply automatic updates. Notification delivery outside the workspace depends on its configured channel.
Field teams, supervisors & client portals
Connect site activity, attendance and permitted client views to the work record.
Daily workforce directory
Review worker deployment and active clock-in information in the available workforce view.
Worksite allocation
Associate operational staff activity with the selected worksite or project.
Worker clock-in and clock-out
Use the supported supervisor attendance workflow and clock-out verification.
Site leave and medical leave entry
Record applicable worker leave/MC from the supervisor workspace.
Subcontractor headcounts
Record subcontractor company, trade and daily headcount for the selected site.
Daily site feed
Post site logs and visual progress updates against the project.
Defect tracking
Review site defects and record pending, fixed or verified progress with comments and photos.
Material arrival logs
Record materials arriving on site and review the project material log.
Supervisor document access
Open permitted technical documents and supporting project files.
Assigned site restrictions
Use supervisor/project assignments and the backend access rules for eligible workspaces.
Client record access
Give a client the external-access credential for the linked work record made available to them.
Trade-specific client view
Present the relevant work status and shared record information through the supported client portal.
Supervisor tools are specific to construction/interior-design presets. Client portal eligibility is trade-dependent, and external access needs a reachable configured host. They are not public access to the full business database.
Compliance Watch & business settings
Keep authority-source references and operational settings organised for the selected company.
Country-specific authority sources
Maintain the source list used by the selected country’s Compliance Watch.
Source configuration
Add, edit and retain the configured authority/reference sources.
Quick and full source refresh
Run the supported refresh modes against configured sources when internet access is available.
Saved source snapshots
Retain fetched source snapshots for the available reference view.
Company-scoped regulation records
Keep regulation sources and snapshots within their supported country/company scope.
Company operation settings
Configure the available working-hour, overtime, project and trade-operation defaults.
Appearance settings
Adjust the available workspace appearance controls for the application.
Module and registry configuration
Use company setup and supported registry settings to match your operating vocabulary.
Reference-source content and company settings must be reviewed by the responsible person. Source refresh is not automatic legal compliance, and unavailable/retired AI advice paths are not advertised as working features.